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Fi3 Financial Advisors’s Lockheed Martin LMT Stock Holding History

Fi3 Financial Advisors’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$597K Buy
987
+239
+32% +$147K 0.17% 64
2025
Q4 		$362K Buy
+748
New +$358K 0.11% 107
2025
Q3 		– Sell
-446
Closed -$207K – 175
2025
Q2 		$207K Buy
+446
New +$209K 0.07% 160

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fi3 Financial Advisors's LMT Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Lockheed Martin (LMT) stake by 32% in Q1 2026, buying an estimated $147K and bringing the position to 987 shares worth $597K. The position accounts for 0.17% of the portfolio, ranked #64.

Fi3 Financial Advisors first reported a position in LMT in Q2 2025 and has held it in 3 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Fi3 Financial Advisors held 987 shares of Lockheed Martin worth $597K as of Q1 2026.
  • Fi3 Financial Advisors bought 239 Lockheed Martin shares in Q1 2026, an estimated $147K.
  • Lockheed Martin made up 0.17% of Fi3 Financial Advisors's portfolio in Q1 2026, its #64 holding.
  • Fi3 Financial Advisors first reported a position in Lockheed Martin in Q2 2025 and has held it in 3 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.